Oran Yacobi is a financial advisor with Ameriprise in Allendale, NJ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in consulting through a separate business entity, EME Consulting. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Marx is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at TIAA and Commonwealth Financial Network. Morgan Stanley Wealth Management serves a broad client base of individuals and institutions, providing advisory programs and tailored financial planning supported by firm-approved tools and research.

Charles Kim is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with corporate executive services, family wealth management, legacy planning, and retirement income strategies. He works closely with clients navigating significant financial transitions such as retirement, inheritance, and business sales, coordinating with external attorneys, accountants, and other professionals to develop comprehensive financial and legacy plans. Charles also offers access to Bank of America Private Bank's trust and estate planning services, credit, lending, and banking solutions. With a background that includes a Bachelor's Degree from the University of Michigan System, Charles holds the Personal Investment Advisor (PIA) designation. He serves clients by connecting all aspects of their financial lives to help prioritize and pursue their most important goals. Fluent in Korean and English, he engages with his community through involvement with organizations such as Eva's Village Inc, Little League Baseball Inc, and Junior Achievement USA. Outside of his professional role, Charles enjoys outdoor activities including golfing, fishing, camping, hiking, and spending time with his family. He lives with his wife Hana and their two children.

Alexis Wamsley is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Capital Group from 2020 to 2022 and has been with Morgan Stanley since 2016. Outside of her advisory role, Wamsley serves as a board member of The Valley Hospital Auxiliary in Saddle River, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Tyler Jacobs Ruscher is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. His career includes roles at UBS Financial Services and the YMCA, following his education at Marist University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans and asset allocations to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

Quong Lam is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 12 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ individual risk profiles.

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Alonso Tangarife is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at UBS Bank USA and UBS Financial Services, as well as the New Jersey Sports and Exposition Authority. He has been with Charles Schwab and its affiliated entities since 2020. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

David Callot is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work experience includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with both discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing in-house and third-party managers.

Jongwook Kim is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Pervin Aydin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Frank Senzino is a Series 66-licensed financial advisor with Morgan Stanley in Little Falls, NJ, with 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with St Ann Church in Hoboken and is preparing to join its finance council to advise on financial matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment products.

Elizabeth Cassino is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley and its affiliates since 1997 and currently serves clients out of Wyckoff, NJ. Outside of her advisory work, she participates on the Finance Committee of Mercy Center, a charitable organization in the Bronx, NY, where she reviews budgets, audits, IRS filings, and investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Rodolfo Chua is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Lauren Johnson is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments in various capacities since 2017, progressing from Associate Financial Consultant to Financial Consultant and then to her current position. Prior to joining Fidelity, Lauren worked as a Realtor and Buyers Agent with Remax Accomplished Realty from 2014 to 2017, and as a Realtor with Weichert Realtor and Coldwell Banker between 1998 and 2003. Lauren's professional experience also includes roles in investor relations and financial consulting. She was Director of Investor Relations for the Individual Investor Group from 1997 to 1998, a Financial Consultant at Dreyfus Service Corporation from 1994 to 1997, and held sales positions at Dreyfus Service Corporation and Equitable Life Assurance Society in the early 1990s. In her current role, Lauren focuses on providing a client-centered wealth management experience, emphasizing understanding the priorities of clients and their families for both present and future financial planning.

Richard Murnick is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Investors Capital and Cetera Advisors LLC. Outside of his advisory role, he serves as president and CEO of Murnick Financial Group, a financial services business he has operated since 2002. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Colin Flynn is a financial advisor at Fidelity with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Flynn Advisory Group and has experience in both education and the food service industry, including roles at Loyola University Maryland, Cranford High School, and Bovella's Bakery Cafe. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Lewis Bordoley is a Senior Financial Advisor and partner in the Ouriel Bordoley Group at Merrill Lynch Wealth Management. In this role, he provides planning, investment, and wealth management advisory services to high net worth individuals, families, and executives. Lewis has experience working with ultra-high net worth families globally, having served as a Director at Clarity Capital, a multifamily office in New York. He began his career at Alliance Bernstein and later worked as an investment banker focused on mergers and acquisitions at Pali Capital. Lewis holds a bachelor's degree from American InterContinental University in London, England, and has earned the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management, services for endowments and non-profits, international wealth management, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. Outside of work, Lewis enjoys adventure sports, soccer, and traveling.

Mark Van Ostenbridge is a Financial Consultant with experience in the financial industry. He previously served as Vice President of Sales at Fidelity Investments from 2020 to 2025. In his current role, he collaborates with clients to clarify their financial plans and investment strategies, emphasizing personalized coaching and guidance. Mark focuses on transforming uncertainty into purpose and empowering clients to make confident, values-driven financial decisions. Outside of his professional work, Mark has interests in cooking and baking, fitness, gardening, spending time at the lake, parenthood, and volunteering.

Matthew Schlett is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. He previously worked at Kane Capital Management LLC and has a background that includes roles outside of finance, such as at Clarion Events UX. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.